Director, Finance

• Building critical infrastructure and key processes to facilitate the critical objectives below.
• Gathering information from multiple sources across the organization, evaluating it, and abstracting it from low-level information to actionable insights that drive decision-making around operational and strategic topics.
• Building financial analysis models for the Company's Executives, Business leaders, and Board functions, including building 3-statement financial models that include inventory and deferred revenue.
• Defining relevant financial metrics and developing the data, reporting infrastructure, and process at the appropriate cadence, allowing for actionable insights.
• Communicating results and critical insights/recommendations to senior business leaders and the Board of Directors.
• Directing the reporting, analysis, and interpretation of financial and operational data for senior management, including cost analysis, ROI, capital budgeting, and profitability analysis.
• Developing, implementing, and maintaining procedures to improve the impact and accuracy of financial reporting. This includes developing standard weekly, monthly, quarterly, and annual reporting and reviews that leverage your ability to tell a story with numbers and visuals.
• Directing the development of multi-year plans, annual operating and capital budgets, and rolling, 6-quarter corporate forecasts. Develop and manage financial planning strategies and follow-up controls, comparisons, and recommendations relating to short-term and long-term plans.
• Preparing financial models for external stakeholders that provide the needed insight to evaluate performance.
• Supporting financial analysis at the highest level to assist in evaluating potential investments with new products and business opportunities.
• Partnering with Sales and Marketing leadership to analyze marketing campaigns, sales funnel, deal velocity and coverage models to support short and long-term forecasts.
• Partnering with PS and Support leadership to forecast coverage, renewals, and inventory forecasts across products and cohorts.

• Bachelor's degree in Finance, Accounting or Business is preferred.
• 7+ years of relevant experience in one or more of the following areas: an IT infrastructure company, hardware-based company, SaaS, Manufacturing (assembly), multi-channel (VAR, etc.) sales.
• Demonstrated success in developing and executing financial planning, budgeting, and forecasting processes in global organizations.
• Exceptional analytical and problem-solving skills.
• Strong project management skills. Highly effective in balancing multiple complex tasks and projects simultaneously.
• Demonstrated success in building new processes from scratch and transforming processes, data, systems, and practices in complex, global, multi-stakeholder environments.
• Track record of strong financial analysis but also exceptional business partnership.
• Experience and understanding of a manufacturing-based business.
• A highly motivated, self-reliant, results-oriented individual with strong professional finance acumen.
• Strong, hands-on financial modeling skills and ability to efficiently and effectively understand and accurately plan the P&L, Balance Sheet, and Cash Flow Statement.
• Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact strategic and tactical initiatives.
• Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively communicate with management and the Board of Directors.
• Become a trusted advisor, highlighting risks, building simulations and sensitivity analyses, and suggesting solutions to problems as they arise.
• Strong attention to detail and highly analytical —You enjoy investigating and understanding business drivers and KPIs, including customer revenue generation, upsell, retention, and expense management.

TECHNICAL SKILLS

• Expert with Excel.
• Microsoft CRM or similar products.
• Building reports in Tableau or similar.
• Writing SQL queries.
• Standard-cost accounting.
   

PERSONAL, PROFESSIONAL & LEADERSHIP CHARACTERISTICS:

• Understands the Business: Knows the business and the mission-critical technical and functional skills needed to do the job; understands various types of business propositions and understands how businesses operate in general; learns new methods and technologies easily and knows how to pivot as organizations and markets shift.

• Focuses on Action and Outcomes: Attacks everything with drive and energy with a high-energy results orientation, always mindful of ROI, costs, and the bottom line; deals well with ambiguity and unafraid to initiate action before all facts are known; drives to finish all initiatives to a conclusion.

• Communicates Effectively: Leads and presents effectively in all oral and written communications; adjusts style to fit the audience and the message utilizing effective EQ, including Board/C-level, peers, and down through the organization.

• Hands-on/Team Player: Understands the fluid nature and idiosyncrasies of being in an entrepreneurial business; able to do more with less; willing, able, and excited to jump in to support others and is nimble as market and organizational needs shift.

• Customer & Board Presence: Operates with a high level of EQ and conducts business consistently as a world-class seasoned finance executive, consistent with interactions at the most senior level and internally with employees at all levels and the Board.